13F Filings History of EVOLUTION WEALTH MANAGEMENT INC.

Latest 13F report
Q3 2025 - 23 Oct 2025
Value $
$97,438,183
Signature - Title
Kurt Traulsen - FOUNDER AND VICE PRESIDENT
Location
Fort Myers, FL
Summary
This page shows a list of all the recent 13F filings made by EVOLUTION WEALTH MANAGEMENT INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EVOLUTION WEALTH MANAGEMENT INC. reported 591 stock holdings with total value $97,438,183 as of Q3 2025. Top holdings included SFLR, PSFF, SPD, SPYC, and SPLG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 591 $97,438,183 +$23,978,749 -$12,760,295 +$11,218,454 SFLR, PSFF, SPD, SPYC, SPLG 13F-HR 23 Oct 2025, 15:09
Q2 2025 579 $81,166,387 $0 $0 $0 SFLR, PSFF, SPD, OVL, IVV 13F-HR 29 Aug 2025, 16:46